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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRA
251
Clear Rock Advisors
Texas
$7.63M +$6.76M +384,897 New
CFO
252
CVA Family Office
Colorado
$7.61M +$362K +20,610 +5%
PWM
253
Perigon Wealth Management
California
$7.52M -$75.2K -4,284 -1%
BAMG
254
Brand Asset Management Group
Missouri
$7.43M +$759K +43,194 +12%
GIA
255
Gladstone Institutional Advisory
Florida
$7.35M +$286K +16,308 +4%
FFA
256
Farther Finance Advisors
California
$7.32M +$6.26M +356,196 +1,074%
PCWA
257
Pacific Capital Wealth Advisors
California
$7.27M -$41.7K -2,376 -0.6%
MA
258
MBA Advisors
Pennsylvania
$7.23M +$511K +29,121 +8%
LPT
259
Legacy Private Trust
Wisconsin
$7.14M -$70.3K -4,005 -1%
EW
260
Element Wealth
Mississippi
$7.13M +$940K +53,523 +16%
Toronto Dominion Bank
261
Toronto Dominion Bank
Ontario, Canada
$7.05M +$1.32M +75,000 +25%
GSAM
262
Grant Street Asset Management
Pennsylvania
$7.04M +$24.6K +1,401 +0.4%
IWMA
263
Ironwood Wealth Management (Arizona)
Arizona
$6.97M -$139K -7,929 -2%
EWA
264
Exencial Wealth Advisors
Oklahoma
$6.96M +$6.15M +350,400 +1,788%
RG
265
Raine Group
New York
$6.93M -$431K -24,528 -6%
PAG
266
Private Advisor Group
New Jersey
$6.84M +$83.3K +4,746 +1%
LF
267
Lee Financial
Texas
$6.81M -$262K -14,904 -4%
TI
268
Truepoint Inc
Ohio
$6.81M -$113K -6,414 -2%
MWA
269
Muirfield Wealth Advisors
North Carolina
$6.7M +$6.26M +356,292 New
RTL
270
Red Tortoise LLC
Georgia
$6.68M +$115K +6,570 +2%
PA
271
Procyon Advisors
Connecticut
$6.65M +$768K +43,722 +14%
CWA
272
Consilium Wealth Advisory
Texas
$6.65M +$263K +14,988 +4%
BCM
273
Barden Capital Management
Texas
$6.64M
EWP
274
Engrave Wealth Partners
Texas
$6.59M -$122K -6,948 -2%
FIA
275
Foundations Investment Advisors
Arizona
$6.54M +$5.32M +303,135 +860%